sFiles | Connect to SharePoint Online! (Integrate with Microsoft 365 and Teams)

by Upsource SolutionsSalesforcePaid

Connects Salesforce Experience Cloud records to SharePoint Online for linked file and folder management.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
sFiles | Connect to SharePoint Online! (Integrate with Microsoft 365 and Teams) — screenshot from the Salesforce AppExchange listing

What it does

Connects Salesforce with SharePoint Online sites and document libraries at the Salesforce record level. Files and folders remain in SharePoint Online rather than being synchronized with Salesforce. The add-in can create folder structures automatically and provides an in-app setup wizard.

Key capabilities

from the Salesforce AppExchange listing

File and folder actions

Users can download, upload, and update files and folders in SharePoint Online.

Record linking

Files and folders can be linked to Salesforce records.

Automatic folders

The add-in can automatically create complex SharePoint folder structures.

Unlimited uploads

The vendor states that its Lightning component supports unlimited file size uploads.

Brand customization

Experience Cloud branding can be customized.

Feature controls

Features can be enabled or disabled.

Mobile support

The add-in supports the Salesforce mobile app and has limited support for the Field Service mobile app.

Enterprise API

The Enterprise version provides API access for folder management, file uploads, record-change actions, and custom SharePoint columns.

How it compares

24Files provides Salesforce access to SharePoint files and folders, including upload and management. XfilesPro connects Salesforce with SharePoint, AWS S3, Google Drive, and OneDrive, while CloudFiles also supports SharePoint, Google Drive, OneDrive, AWS S3, Azure Blob, Box, and Dropbox. Filenize includes browsing, creation, renaming, and deletion of SharePoint files and folders, plus automatic folder hierarchy creation when a record is created.

NamePricingDeploymentUpdated
sFiles | Connect to SharePoint Online! (Integrate with Microsoft 365 and Teams)this pluginPaidCloud
24Files | Connect SharePoint with SalesforcePaidCloud
XfilesPro Document Management | Connect SharePoint, S3, Google Drive & OneDrivePaidCloud
CloudFiles Document Management | Connect SharePoint, AWS S3, Azure, Google DrivePaidCloud
FilenizePaidCloud

In the catalog

43 plugins in Experience Cloud · Documents and content

Price distribution: 19 free, 3 freemium, 21 paid

Pricing & deployment

Platform
Salesforce
Product
Experience Cloud
Deployment
Cloud
Pricing
Paid

More from Upsource Solutions

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What the vendor says

«The most complete and trusted native solution in AppExchange to integrate Salesforce and SharePoint Online's Sites and Document Libraries (included with Microsoft 365 licenses) quickly and powerfully at a record level, with automatic creation of complex folder structures. ✔ Only FedRAMP Compliant solution ✔ In App …»

Official marketplace listing

Publisher
Upsource Solutions
Updated on marketplace
Facts verified